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Dimensional US High Profitability ETF

535 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 509535 (+26)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
535
Holders Change
+26
Holders Change %
+5.11%
% of All Funds
6.59%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
60
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
376
Fortis Capital Management
Washington
$493K
PL
377
Plancorp LLC
Missouri
$493K +$105K +2,734 +27%
FFA
378
First Foundation Advisors
California
$492K
UA
379
Unison Advisors
District of Columbia
$490K +$1.34K +35 +0.3%
GTAM
380
Global Trust Asset Management
Florida
$468K
HF
381
HRT Financial
New York
$450K +$470K +12,264 New
RWM
382
Rockwood Wealth Management
Pennsylvania
$450K
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$443K +$462K +12,054 New
QCIG
384
Quad-Cities Investment Group
Iowa
$441K +$49.4K +1,287 +12%
XT
385
XTX Topco
Cayman Islands
$438K +$232K +6,049 +103%
WRPWM
386
Werba Rubin Papier Wealth Management
California
$437K -$148K -3,855 -24%
LI
387
LRI Investments
Florida
$437K +$10.3K +268 +2%
NWM
388
Navigoe Wealth Management
California
$429K
AC
389
AlphaCore Capital
California
$426K -$3.83K -100 -0.9%
CPW
390
Cogent Private Wealth
Florida
$426K -$26K -677 -6%
BPWM
391
Badgley Phelps Wealth Managers
Washington
$423K
AWM
392
Angeles Wealth Management
California
$422K
CW
393
Curio Wealth
Maryland
$401K -$106K -2,755 -20%
AWM
394
Accurate Wealth Management
Florida
$401K +$405K +10,562 New
RIM
395
Rockbridge Investment Management
New York
$399K
PWM
396
Perigon Wealth Management
California
$399K
DEM
397
Disciplined Equity Management
Florida
$398K
WKWM
398
Walter & Keenan Wealth Management
Indiana
$393K -$34.2K -892 -8%
HA
399
Hanover Advisors
South Carolina
$383K
SFO
400
Stenger Family Office
Illinois
$377K +$393K +10,253 New